
Client Service Specialist
15 hours ago
Role Summary:
This entry-level position is an opportunity to join a professional, fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer experience.
Key Responsibilities:- Contact Centre inbound and outbound call enquiries
- Provide a point of contact for clients and actively manage the client relationship
- Assist with client enquiries in line with the company's service offering and liaise with key relationships
- Draft and produce client communications as required by advisors and managers
- Managing chat and email enquiries from advisers/clients
- Answering phone calls from key advisers and servicing their needs including adviser and dealer group administration
- Utilise effective problem solving and time management skills in client service operations
- Superannuation or managed funds experience, with knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
- Proven client service experience in a call centre environment, and a passion for customers
- Energised by resolving questions and supporting clients through outstanding phone interaction
- Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally
- Have a proven ability to pick up new technology and systems quickly
- Strong written and verbal communication skills, and the energy and positivity to deliver to a high standard every time
We empower our employees to bring their ideas and creativity to work. We build a culture that supports our team members to have a real impact on our business and the success of our customers.
Our team operates on a rotating roster between 8am - 7pm Monday to Friday.
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